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6133 Rockside Road, Building Ii Suite 400, Independence, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-09-15 |
| OH | RA | APPROVED | 2025-06-04 |
| TX | RA | APPROVED_RES | 2025-05-30 |
Branch Locations
6133 Rockside Road, Building Ii Suite 400, Independence, OH 44131 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Cleveland | OH | 01/2001 | 05/2019 |
| Mml Investors Services | Cleveland | OH | 01/2001 | 04/2019 |
| Cleveland Wealth, Llc | Cleveland | OH | 05/2019 | 05/2025 |
| Tempo Wealth, Llc | Independence | OH | 05/2025 | Present |
1) NAME: BERNARD T. GARRAH, JR., INV REL: Y ADDR: 2012 W 25TH ST STE 900 CLEVELAND, OH 44113, NATURE: INDIVIDUAL LIFE, TRADITIONAL LIFE, DI, LTC, AND FIXED ANNUITIES INSURANCE SALES POSITION: AGENT START: 1/1/2001, NO HRS/MO: 2 NO HRS/MO DUR TRADING: 0 2) Principal of CW Insurance, LLC
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-03-25 |
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